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iShares Agency Bond ETF
AGZ

Overview Fund Activity

151 hedge funds and large institutions have $422M invested in iShares Agency Bond ETF in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 56 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+5
Holders Change %
+3.42%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
56
Reduced
41
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$38.4M
2
AssetMark Inc
2
AssetMark Inc
California
$26.6M
3
Jane Street
3
Jane Street
New York
$23.5M
4
MWPCG
4
Measured Wealth Private Client Group
New Hampshire
$4.05M
5
PCP
5
Proficio Capital Partners
Massachusetts
$3.43M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$0
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$3.55M
3
Ameriprise
3
Ameriprise
Minnesota
$7.58M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
KFS
5
Kelly Financial Services
Massachusetts
$26.5K
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCDDQ
126
Federation des caisses Desjardins du Quebec
Quebec, Canada
$43K – – –
MHR
127
Matthew Hamilton Rosenberg
$43K +$43K +362 New
JPMorgan Chase & Co
128
JPMorgan Chase & Co
New York
$41K – – –
FFA
129
Founders Financial Alliance
North Carolina
$36K -$5.31K -45 -13%
SIS
130
Sound Income Strategies
Florida
$33K – – –
AWM
131
Accel Wealth Management
Iowa
$32K – – –
GRP
132
Global Retirement Partners
California
$31K +$2.49K +21 +9%
CHA
133
Carmichael Hill & Associates
Maryland
$30K – – –
CFD
134
Creative Financial Designs
Indiana
$28K +$28K +240 New
KFS
135
Kelly Financial Services
Massachusetts
$26.5K -$4.12M -34,687 -99%
Rockefeller Capital Management
136
Rockefeller Capital Management
New York
$22K +$10.9K +94 +98%
GEA
137
Glen Eagle Advisors
New Jersey
$20.4K – – –
RTL
138
Red Tortoise LLC
Georgia
$17K +$17K +158 New
ME
139
McIlrath & Eck
Washington
$16K – – –
IRC
140
Investors Research Corp
Georgia
$16K – – –
ACM
141
Antonetti Capital Management
Florida
$15K +$15K +126 New
Fidelity Investments
142
Fidelity Investments
Massachusetts
$12K -$3.38K -29 -22%
JPLA
143
Joseph P. Lucia & Associates
New York
$9K – – –
IAS
144
IMA Advisory Services
Colorado
$6K – – –
SPIA
145
Steward Partners Investment Advisory
New York
$4K -$35.1K -298 -90%
Kayne Anderson Rudnick Investment Management
146
Kayne Anderson Rudnick Investment Management
California
$4K – – –
COCM
147
Charter Oak Capital Management
New Hampshire
$3K – – –
BFC
148
Bedel Financial Consulting
Indiana
$2K – – –
IF
149
Ironwood Financial
Arizona
$1K – – –
Northwestern Mutual Wealth Management
150
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1K +8 New
3 4 5
6
7